Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zaina? Claim Your ProfileZaina Bankwalla is a financial advisor with MML Investors Services, LLC, specializing in various financial services. Zaina has been in the industry since 2007. Zaina holds a Series 7, Series 24, Series 66, and SIE licenses. Prior to joining MML Investors Services, LLC, Zaina worked at Raymond James Financial Services, Inc. and NYLIFE Securities LLC. Zaina works with clients of all sizes. Zaina is registered in California, Connecticut, District of Columbia, Florida, Maryland, New York, Texas, Virginia and Washington.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
VA
02/04/2016 - Present
MML Investors Services, LLC (FAIRFAX VA)
DC
12/03/2014 - 12/03/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (WASHINGTON DC)
VA
02/03/2009 - 12/10/2014
NYLIFE SECURITIES LLC (RESTON VA)
MA
09/26/2007 - 01/13/2009
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 03/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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